Jo Smith Email & Phone Number
Director of Financial Planning @ Gate City Advisors
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Jo Smith Location
- North Carolina, United States
Jo Smith Work
- 2018 - now Director of Financial Planning @
- 2015 - 2018 Associate Advisor @
- 2013 - 2015 Registered Sales Assistant @
- 2011 - 2013 Branch Office Coordinator @
- 2007 - 2010 Branch Office Administrator @
Jo Smith Education
- UNC Charlotte
Bachelor of Arts (B.A.) (Dance Performance)
2006 - 2007 - Palm Beach Atlantic University
(Dance)
2003 - 2006
Jo Smith Skills
- Event Planning
- Social Networking
- Microsoft Excel
- Microsoft Word
- Sales
- Team-oriented
- Process Scheduler
- Fundraising
- Client Relations Skills
- Engaging Speaker
- CRM Integration
- Customer Driven
- Positive Energy
- Organization
- Self-starter
- Fi360 Software
- Self Starter
- Trak Software
- Team Oriented
Jo Smith Summary
- Jo Smith, based in North Carolina, United States, is currently a Director of Financial Planning at Gate City Advisors. Jo Smith brings experience from previous roles at Rather & Kittrell, ORNL Federal Credit Union, Gate City Advisors and Edward Jones. Jo Smith holds a 2006 - 2007 Bachelor of Arts (B.A.) in Dance Performance @ UNC Charlotte. With a robust skill set that includes Event Planning, Social Networking, Microsoft Excel, Microsoft Word, Sales and more. Jo Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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